Creative Planning Cbiz, Inc. Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Cbiz, Inc. stock. As of the latest transaction made, Creative Planning holds 17,562 shares of CBZ stock, worth $1.45 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
17,562
Previous 15,932
10.23%
Holding current value
$1.45 Million
Previous $1.18 Million
0.08%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding CBZ
# of Institutions
294Shares Held
47.3MCall Options Held
10.8KPut Options Held
300-
Vanguard Group Inc Valley Forge, PA4.67MShares$385 Million0.01% of portfolio
-
Capital Research Global Investors Los Angeles, CA3.93MShares$324 Million0.06% of portfolio
-
Black Rock Inc. New York, NY3.53MShares$291 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.11MShares$256 Million0.02% of portfolio
-
Eaton Vance Management Boston, MA2.42MShares$200 Million0.15% of portfolio
About CBIZ, Inc.
- Ticker CBZ
- Exchange NYSE
- Sector Industrials
- Industry Specialty Business Services
- Shares Outstandng 51,402,000
- Market Cap $4.23B
- Description
- CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healt...